Cura Wealth Advisors, LLC Purchases in Q4 2025

Cura Wealth Advisors, LLC

  • $264 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
137
+ 34.25%
$536.85 - $580.45 $73.5K - $79.5K
537 $307M
VONG
Vanguard Russell 1000 Growth E

ETFs
560
+ 10.5%
$118.2 - $126.51 $66.2K - $70.8K
5.89K $718M
GE
General Electric CO

Industrials
219
+ 22.55%
$291.49 - $314.28 $63.8K - $68.8K
1.19K $366M
XOM
Exxon Mobil Corp

Energy
433
+ 16.43%
$110.64 - $119.78 $47.9K - $51.9K
3.07K $369M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
790
+ 2.8%
$100.37 - $100.72 $79.3K - $79.6K
29K $2.91B
RSP
Invesco S&P 500 Equal Weight E

ETFs
327
+ 10.05%
$185.12 - $192.11 $60.5K - $62.8K
3.58K $686M
NFLX
Netflix Inc

Communication Services
3.69K
+ 1468.53%
$110.29 - $1241.35 $407K - $4.58M
3.94K $369M
QQQ
Invesco Qqq Trust, Series 1

ETFs
76
+ 5.36%
$589.5 - $635.77 $44.8K - $48.3K
1.5K $918M
MCD
Mcdonalds Corp

Consumer Cyclical
194
+ 23.63%
$293.81 - $310.11 $57K - $60.2K
1.02K $310M
VUG
Vanguard Growth ETF

ETFs
100
+ 7.73%
$470.44 - $504.26 $47K - $50.4K
1.39K $680M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
559
+ 7.66%
$72.17 - $75.74 $40.3K - $42.3K
7.85K $593M
TXN
Texas Instruments Inc

Technology
349
+ 29.93%
N/A
1.52K $263M
IVV
Ishares Core S&P 500 ETF

ETFs
11
+ 0.43%
$656.2 - $690.71 $7.22K - $7.6K
2.58K $1.77B
ET
Energy Transfer LP

Energy
3.05K
+ 26.6%
$16.29 - $17.01 $49.7K - $51.8K
14.5K $239M
V
Visa Inc.

Financial Services
89
+ 8.58%
$325.75 - $352.42 $29K - $31.4K
1.13K $395M
PANW
Palo Alto Networks Inc

Technology
496
+ 17.53%
$204.77 - $221.38 $102K - $110K
3.33K $613M
VEA
Vanguard Ftse Developed Market

ETFs
361
+ 7.03%
$59.18 - $62.09 $21.4K - $22.4K
5.49K $343M
Amplify ETF Tr
600
+ 25.0%
N/A
3K $241M
SPY
Spdr S&P 500 ETF Trust

ETFs
13
+ 0.92%
$653.02 - $687.39 $8.49K - $8.94K
1.43K $973M
VIG
Vanguard Dividend Appreciation

ETFs
82
+ 4.46%
N/A
1.92K $422M
TSLA
Tesla, Inc.

Consumer Cyclical
38
+ 7.85%
$401.99 - $468.37 $15.3K - $17.8K
522 $235M
BX
Blackstone Inc.

Financial Services
344
+ 16.01%
$138.42 - $168.45 $47.6K - $57.9K
2.49K $384M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2
+ 0.05%
$79.18 - $82.25 $158 - $165
4.08K $341M
Linde PLC
91
+ 18.09%
N/A
594 $253M
HD
Home Depot, Inc.

Consumer Cyclical
207
+ 20.91%
$358.03 - $397.02 $74.1K - $82.2K
1.2K $412M
BP
Bp PLC

Energy
53
+ 0.19%
$32.78 - $37.35 $1.74K - $1.98K
27.6K $959M
ACWI
Ishares Msci Acwi ETF

ETFs
5
+ 0.24%
$135.71 - $142.56 $679 - $713
2.1K $296M
MDT
Medtronic PLC

Healthcare
47
+ 1.75%
$90.06 - $98.43 $4.23K - $4.63K
2.74K $263M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
5
+ 0.16%
$88.45 - $91.41 $442 - $457
3.19K $291M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
53
+ 0.32%
$26.44 - $27.53 $1.4K - $1.46K
16.6K $456M
CRGY
Crescent Energy CO

Energy
849
+ 8.49%
$7.99 - $9.69 $6.78K - $8.23K
10.8K $91M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
10
+ 0.01%
$11.32 - $12.35 $113 - $124
79K $978M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
60
+ 0.43%
$52.54 - $55.77 $3.15K - $3.35K
14K $753M
PFE
Pfizer Inc

Healthcare
127
+ 0.64%
$24.23 - $27.37 $3.08K - $3.48K
19.9K $496M
Rubrik Inc.
102
+ 3.19%
N/A
3.3K $253M
NKE
Nike, Inc.

Consumer Cyclical
500
+ 4.53%
$60.8 - $74.57 $30.4K - $37.3K
11.5K $735M
PDI
Pimco Dynamic Income Fund

Financial Services
235
+ 0.77%
$18.04 - $19.91 $4.24K - $4.68K
30.8K $546M
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
1.98K
+ 2.0%
$7.79 - $9.05 $15.4K - $17.9K
101K $828M
AINV
Apollo Investment Corp

Financial Services
24K
+ 3.88%
N/A
642K $7.34B
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
512
+ 8.53%
$36.05 - $62.76 $18.5K - $32.1K
6.51K $211M
ORCL
Oracle Corp

Technology
50
+ 0.68%
$217.57 - $313.0 $10.9K - $15.7K
7.44K $1.45B
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
97.7K
+ 5.43%
$2.58 - $3.0 $252K - $293K
1.89M $4.55B
ABT
Abbott Laboratories

Healthcare
622
+ 0.27%
$123.62 - $134.59 $76.9K - $83.7K
228K $28.6B
Activity Summary
Buys All Purchases 94 New Holdings 24 Increased Positions 70 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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